Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$332K Sell
2024
Q3
$223K Buy
2023
Q4
Sell
2023
Q3
$194K Buy
2019
Q3
Sell
2019
Q2
$322K Buy
2016
Q3
Sell
2016
Q2
$31K Buy
2015
Q1
Sell
2014
Q4
$40K Buy